Benefit Fiduciary Group provides portfolio management for individuals and small businesses and pension consulting.
Benefit Fiduciary Group reports 47 pension and profit-sharing plans. Of its assets, 38.7% ($205M across 31 accounts) are managed with discretion; $325M across 16 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 47 | $529M | 100.0% | $11.3M |
| Total | 47 | $529M | 100% | $11.3M |
- Clients
- 47
- Regulatory AUM
- $529M
- AUM share
- 100.0%
- Avg. per client
- $11.3M
Total
- Clients
- 47
- Regulatory AUM
- $529M
- AUM share
- 100%
- Avg. per client
- $11.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Benefit Fiduciary Group is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
George Brickley owns 75% or more of Benefit Fiduciary Group. George Brickley is CEO. It has 2 employees.
Leadership
- George BrickleyManaging Member, Chief Compliance Officer, and Chief Executive Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- George Richard Brickley III
- Alexandra Cheryl Pino
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Benefit Fiduciary Group LLC
George Brickley
Control person · since April 1998
Benefit Fiduciary Group’s regulatory assets grew 1.5× from $349M (February 2021) to $529M (January 2026); clients rose from 10 to 47 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $529M | 47 | 2 | 1 |
| January 2025 | $467M | 39 | 2 | 1 |
| January 2024 | $467M | 37 | 2 | 1 |
| January 2023 | $380M | 26 | 2 | 1 |
| January 2022 | $390M | 10 | 2 | 1 |
| February 2021 | $349M | 10 | 1 | 1 |
Besides its headquarters, Benefit Fiduciary Group has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 6802 Paragon Place, Suite 126, RichmondHQ
Contact and registration details
- Legal name
- Benefit Fiduciary Group LLC
- Headquarters
- 6802 Paragon Place, Suite 126, Richmond, VA 23230
- Website
- Not reported
- Phone
- 804-457-2309
- SEC file
- 801-113176
- Structure
- Virginia LLC
- Fiscal year end
- December
Benefit Fiduciary Group uses Vanguard Marketing ($145M, 42%), Fidelity ($127M, 37%) and T. Rowe Price Investment Services ($74.3M, 21%) as custodians for its separately managed accounts. Benefit Fiduciary Group does not have custody of client assets.
- Vanguard MarketingVanguard Marketing Corporation · Malvern, PA · $145M42%
- T. Rowe Price Investment ServicesT. Rowe Price Investment Services, Inc. · Baltimore, MD · $74.3M21%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $127M37%
At year end, Benefit Fiduciary Group’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Benefit Fiduciary Group have?
Benefit Fiduciary Group has 47 clients and manages $529 million for them, as of January 2026. They include 47 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 January 2026
What services does Benefit Fiduciary Group offer?
Benefit Fiduciary Group provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Benefit Fiduciary Group use?
Benefit Fiduciary Group’s separately managed account assets are held at Vanguard Marketing Corporation (Malvern, PA), with $145M, Fidelity Brokerage Services LLC (Smithfield, RI), with $127M and T. Rowe Price Investment Services, Inc. (Baltimore, MD), with $74.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 January 2026
How many financial advisors does Benefit Fiduciary Group have?
Benefit Fiduciary Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Benefit Fiduciary Group invest in?
At the end of its last fiscal year, Benefit Fiduciary Group’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Benefit Fiduciary Group?
Benefit Fiduciary Group’s direct owner is George Brickley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 January 2026
How does Benefit Fiduciary Group get paid?
Benefit Fiduciary Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Benefit Fiduciary Group?
Benefit Fiduciary Group’s main office is at 6802 Paragon Place, Suite 126, Richmond, VA 23230. Its phone number is 804-457-2309.